Relationship Manager-Platinum

SkillLabs; Amritsar; On-site; INR 600,000 - 900,000; Full time

Job summary

SkillLabs in India is seeking a Relationship Manager – Platinum Banking to oversee a portfolio of high-value clients and deliver personalized wealth solutions.

You will deepen relationships, drive revenue growth, and coordinate with internal teams to ensure premium service while meeting monthly and quarterly targets.

Candidates should have strong communication, banking product knowledge, and a client-centric approach.

Qualifications

• Experience in relationship management for premium banking clients.
• Proven track record of achieving sales targets.
• Familiarity with wealth products and loans.
• Strong customer-centric approach.
• Excellent communication and networking skills.

Responsibilities

• Manage a portfolio of Platinum / High Net-Worth (HNI) clients.
• Acquire new premium customers through referrals, leads, and networking.
• Cross-sell banking and wealth products.
• Grow portfolio revenue and engagement.
• Maintain strong customer relationships via regular interactions.
• Provide customized financial solutions.
• Achieve monthly and quarterly sales targets.
• Ensure compliance with banking and regulatory guidelines.
• Coordinate with internal teams for seamless service delivery.

Skills

Communication skills

Relationship building

Sales orientation

Banking knowledge

Negotiation

Networking

Job description

Job Title: Relationship Manager – Platinum Banking

Role Overview

The Relationship Manager (Platinum Banking) is responsible for managing and growing a portfolio of high-value customers by offering personalized banking and wealth solutions. The role focuses on deepening relationships, increasing revenue, and delivering a premium customer experience.

Key Responsibilities

• Manage a portfolio of Platinum / High Net-Worth (HNI) clients


• Acquire new premium customers through referrals, leads, and networking


• Cross-sell banking and financial products:




• CASA (Current & Savings Accounts)


• Wealth products (Mutual Funds, Insurance, Bonds)


• Loans (Personal, Home, Business)




• Ensure portfolio growth in terms of revenue and customer engagement


• Maintain strong customer relationships through regular interactions


• Provide customized financial solutions based on client needs


• Achieve monthly and quarterly sales targets


• Ensure compliance with banking and regulatory guidelines


• Coordinate with internal teams for seamless service delivery

Key Skills Required

• Strong communication and relationship-building skills


• Sales and target-oriented mindset


• Knowledge of banking & wealth products


• Negotiation and influencing skills


• Customer-centric approach


• Networking ability